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Wendy's
WEN

Overview Fund Activity

271 hedge funds and large institutions have $2.45B invested in Wendy's in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
7.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
32
Increased
81
Reduced
102
Closed
35
Calls
$14.8M
Puts
$10.8M
Net Calls
+$4.03M
Net Calls Change
+$5.5M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$126M
2
Norges Bank
Norges Bank
Norway
$53.9M
3
Jennison Associates
Jennison Associates
New York
$89.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$60.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$24.3M

Top Sellers

1
ARC
Absolute Return Capital
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$342K
3
Principal Financial Group
Principal Financial Group
Iowa
$60.5M
4
Invesco
Invesco
Georgia
$8.11M
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
226
National Planning Corporation
California
$97K +$97K +11,350 New
JIC
227
Johnson Investment Counsel
Ohio
$96K – – –
AG
228
Aperio Group
California
$91K +$3.26K +381 +4%
RJT
229
Raymond James Trust
Florida
$90K +$26 +3 +0%
US Bancorp
230
US Bancorp
Minnesota
$89K +$25.2K +2,959 +40%
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
$86K -$3.52K -412 -4%
First Manhattan
232
First Manhattan
New York
$77K – – –
PAM
233
Panagora Asset Management
Massachusetts
$53K – – –
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$53K +$13.2K +1,543 +33%
EWM
235
Evercore Wealth Management
New York
$51K – – –
ST
236
Smithfield Trust
Pennsylvania
$49K – – –
BRWA
237
B. Riley Wealth Advisors
Florida
$43.2K +$691 +81 +2%
BBHC
238
Brown Brothers Harriman & Co
New York
$36K – – –
HCM
239
Horrell Capital Management
Arkansas
$31K – – –
MAS
240
Madden Advisory Services
Florida
$26K – – –
DADC
241
D.A. Davidson & Co
Montana
$19K -$1.32K -161 -6%
FAM
242
Formidable Asset Management
Ohio
$19K – – –
TWA
243
TCI Wealth Advisors
Arizona
$18K – – –
FWM
244
Focused Wealth Management
New York
$14K +$86 +10 +0.6%
AP
245
Advisors Preferred
Maryland
$10.7K +$10.7K +1,257 New
CG
246
Colony Group
Massachusetts
$10K – – –
FHA
247
First Horizon Advisors
Tennessee
$10K – – –
WCBA
248
Weaver C. Barksdale & Associates
Tennessee
$10K +$568 +69 +6%
SF
249
Synovus Financial
Georgia
$9K -$4.64K -556 -34%
LWM
250
LBA Wealth Management
Florida
$9K – – –
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10
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